Endowments & Foundations

Covering topics that impact endowments and foundations

Webinar: Challenges and Opportunities for Endowments & Foundations in 2016

December 29, 2015 | Investment Themes

Income scarcity in a low interest rate environment and drops in donor retention rates, are two examples of the challenges facing endowments & foundations in 2016. Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment/Foundation Consultant, discuss our investment outlook and …

James Ebenhoch

Endowment/Foundation Consultant

Developing an Understanding of the Fundraising Cycle

November 23, 2015 | Investment Themes

An overview of recent giving trends tells the story by the numbers. Charitable giving is picking up speed and rose for the fifth year in a row in 2014, surpassing the peak in giving last seen before the Recession. Not surprisingly, Americans increased their charitable giving by 5.4%, to $358.38 …

Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Wealth Management

Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Should My Foundation Commit to a Multi-Year Grant?

April 28, 2015 | Investment Themes

The stock market continues to reach new highs and philanthropic giving has more than fully recovered from the fall during the credit crisis of 2008-2009. According to the Foundation Center’s “Key Facts on U.S. Foundations” report, grants from private and community foundations were estimated to …

Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Wealth Management

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …


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